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Wealth Management Services Jobs (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on ...

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

... Wealth Management Advisor. This role is supported by extensive training, hands-on experience ... Develop and maintain a client base through networking, referrals, and providing exceptional service ...

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Wealth Management Services information

What are the key skills and qualifications needed to thrive in Wealth Management Services, and why are they important?

To excel in Wealth Management Services, professionals need strong financial analysis, investment strategy, and relationship management skills, typically supported by a degree in finance or economics and relevant certifications like the CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is crucial. Exceptional interpersonal skills, trustworthiness, and effective communication set top performers apart by enabling them to build lasting client relationships. These competencies are vital for delivering tailored financial advice, growing client portfolios, and maintaining client satisfaction in a highly competitive industry.

What are typical challenges faced by professionals in wealth management services, and how can they be addressed?

Professionals in wealth management services often face challenges such as managing diverse client expectations, staying current with complex regulatory requirements, and adapting to rapidly changing market conditions. Building strong client relationships through clear communication and personalized financial strategies is essential to overcome these hurdles. Continuous professional development and collaboration with colleagues from legal, tax, and investment departments can also help address regulatory and technical complexities, ensuring comprehensive client solutions.

What are wealth management services?

Wealth management services are professional financial services designed to help individuals and families manage, grow, and protect their wealth. These services typically include investment management, financial planning, tax strategies, retirement planning, estate planning, and sometimes legal or trust services. Wealth managers tailor their advice and solutions to each client's unique financial situation and goals. The objective is to provide holistic financial guidance, optimize returns, and ensure long-term financial security.

What is the difference between Wealth Management Services vs Financial Advisor?

AspectWealth Management ServicesFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentHolistic, comprehensive client managementFocused on investment and financial planning
Employer & IndustryBanks, wealth management firms, independent advisorsFinancial planning firms, banks, independent advisors
Search & Comparison IntentUnderstanding broad wealth servicesSpecific financial planning or investment advice

Wealth Management Services offer a comprehensive approach, managing all aspects of a client's financial life, including investments, estate planning, and tax strategies. Financial Advisors typically focus on investment management and financial planning. While both roles require similar credentials and often work in overlapping environments, wealth management provides a broader, more integrated service offering.

More about Wealth Management Services jobs
What states have the most Wealth Management Services jobs? States with the most job openings for Wealth Management Services jobs include:
What job categories do people searching Wealth Management Services jobs look for? The top searched job categories for Wealth Management Services jobs are:
Wealth Management Services jobs near you
Infographic showing various Wealth Management Services job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.
Wealth Management Services Specialist Senior

Wealth Management Services Specialist Senior

City National Bank of Florida

Coral Gables, FL • On-site

Full-time

Posted 16 days ago

Job description

Overview
The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash /non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required.
Principal Duties and Responsibilities:
  • Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
  • Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.).
  • In partnership with Wealth Advisors provide excellent customer service to promote client retention.
  • Collect appropriate documentation to set up new accounts, closing accounts and making changes to an account.
  • Process account service requests and ensure appropriate documentation.
  • Input data into Financial Planning tools as needed.
  • Input orders within appropriate system and complete associated paperwork.
  • Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management.
  • Maintain contact management systems with up-to-date key client information.
  • Establishes/maintains client account files.
  • Initiate and prepare correspondence to clients, co-executors, guardians and others.
  • Responds to telephone inquiries from clients.
  • Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds.
  • Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc.
  • Tracks daily transactions as needed.
  • Processes incoming funds received at the bank.
  • Processes and set up one-time or recurring payments.
  • Ensures funds are coded correctly for tax reporting purposes.
  • Works with Wealth Advisors and Trust Officers in the completion of formal account reviews.
  • Prepares for regular audits and follows up on outstanding issues.
  • Maintain account specific compliance and regulatory standards.
  • Performing quality review of new and existing KYC profiles for Bank clients and provide maintenance as needed.
  • Acts as partner to the Banker teams to assist with the KYC renewals process for existing clients.
  • Support the team's marketing strategy by maintaining marketing materials up to date and if needed help in planning client events and seminars.
  • Assist with on-boarding new members to the team.
  • Maintain risk awareness and regulatory knowledge.
  • Handle miscellaneous operational activities and projects as needed.

Qualifications
  • 2-4 years of client service experience, preferably in the financial service industry. Required
  • In-depth knowledge of wealth and banking products.
  • Highly motivated self-starter.
  • Must be proficient in: loan/depository systems.
  • Proficient in Microsoft Word, Excel, and Outlook.
  • Excellent verbal and written communication skills.
  • Strong attention to detail and proven ability to multitask effectively.
  • Excellent interpersonal skills, phone manners and customer service skills are essential.

Education
  • High School Diploma or GED equivalent.
  • Associate's Degree in Business or related field.
  • Bachelor's Degree in Business or related field.
  • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

Special Instructions to Candidates
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department talent.attraction@citynational.com.

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